See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,513 | $72,277-34.3% | $101,248-53.1% | $79,858-40.5% |
| Participation rate | 43.2% | 68.5%-25.3pp | 75.8%-32.6pp | 69.6%-26.5pp |
| Annual return | -0.90% | 22.30%-23.2pp | 46.47%-47.4pp | 31.71%-32.6pp |
| Employer contribution / active EE | $557 | $2,692-79.3% | $3,660-84.8% | $2,471-77.5% |
| Participant deferral / active EE | $2,316 | $3,282-29.4% | $4,370-47.0% | $3,740-38.1% |
| Admin fee / account holder | $13,619 | $4,400+209.5% | $5,945+129.1% | $5,306+156.7% |